Lyon Wealth Advisory LLC

Overview

Lyon Wealth Advisory LLC is a California-based limited liability company owned by an individual that provides financial planning and discretionary portfolio management services targeted at individuals and small businesses. The firm’s business model centers on hourly and fixed-fee engagements rather than percentage-of-assets billing. It reports an affiliation with accounting professionals and does not identify itself as an active ESG investor, a capital allocator, a pension consultant, or a multi-state adviser.

Assets & Accounts

Investments & Alternatives